As a Wealth Management Advisor, You Will Develop a High-quality Wealth Management Practice By Managing And Deepening Relationships With An Established Book Of High-net-worth Clients. You Will
Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients
Required
The Experience You Bring
5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
Deep knowledge of investment solutions and financial planning
Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
Thrives with both autonomy and accountability
FINRA Series 7 and Series 63; Series 65 or 66
Life and Health Insurance License — all licenses must be obtained within 120 days of start date
Preferred
Life and Health Insurance License (Resident State) Multiple Issuers required
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion
Rewarding the Practice You Build
This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales perform
📌 Wealth Management Advisor (Vega del Codorno)
🏢 Tiaa
📍 Vega del Codorno
Postulate a este anuncio
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.